Method Community

Hi There, Ive just heard back from our team that the code fix for this Issue is now live. Are you able to confirm for me that you arent experiencing this issue any longer? Thanks! Regards, Ben

Hi I am just looking to tweak and make pretty the standard invoice which comes with Method - I'm wondering if there is rersource anywhere with a range of these options as I suspect I'm not doing anything new and would be happy to avoid re-inventing the wheel if possible! Thanks Rick

thank you Loi, The issue isn't in QBO, it is in method. When you combine a customer in QBO everything merged into the customer you want so the invoices are already where they need to be in QBO. What I need are the invoices to be in the correct customer in method because our sales team uses method and does not have access to our QuickBooks ...

Will this create a new Google calendar when he reconnects?

Hi Scott, From Method there isn't much we can do until the matter gets resolved. You should be still able to locate your customer in QuickBooks Online as customers cannot be deleted and are marked inactive. In QuickBooks Online you can show your inactive customers by going to the little gear which you can find in the top right corner of the ...

Hi Vectra3, Are you still having a problem with creating a work order? Were you in the correct screen? If this is a problem then I can have one of our support reps to reach out. -- Loi

Hey Mahlon, Can you have the user disconnect their Google account from Method and then try signing into Method again from the signin page? Maybe a reauthentication will resolve the issue. -- Loi

Hey Jorge, Are you looking to completely remove all traces of invoices from your Method account? If I recall correctly, you use QuickBooks Online which will not let you disable Invoices from syncing but you can customize Method to hide the invoices. You will have to edit the CRMQBO_EditCustomer and CRMQBO_EditLead by removing the invoice ...

Hi Bigshotpromos, In your work order list forum post, I told you about how Work orders is a activity type. You just need to add another type called tasks and also be sure to have them set to "Show on calendar". Then what you can do is customize the calendar in step 7 to show both activity types (the steps are very similar to the ...

Hey Vectra3, If you set the transaction history it will only show the past transactions that took place in the last 365 days. if you need older transactions then you will have to increase it to 730 You need to have administrative permissions on the computer that you install the Method Integrated Engine on and also be QB admin when you first sync ...